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Taxpayers should bring the following information with them when visiting a VITA, TCE or AARP site:
  • Social Security cards for you, your spouse and each of your children (all individuals claimed on the income tax return)
  • Current year's tax forms and preparation booklet
  • Copy of last year's federal and state income tax return (optional but helpful)
  • Forms W-2 for every job you or your spouse worked last year
  • 2009 real estate tax receipt
  • Unemployment compensation statements (Form 1099G)
  • SSA-1099 if you received Social Security benefits
  • All Forms 1099 showing interest and/or dividends
  • Total you paid for childcare expenses and the name, address, and Tax ID/Social Security Number of the childcare provider
  • Total of the student loan interest you paid
  • Form 1098 for you, your spouse, and/or dependent children if you paid tuition
  • A voided personal check or deposit slip, if you want your refund directly deposited

For more information on taxpayer assistance programs, visit the MoTax site.

University of Missouri Extension HES Extension Site Administrator:
exthesweb@missouri.edu

last updated: 04/29/11
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